Why The Valuations Analyst Opportunity Stands Out :
This position offers the opportunity to transition into a deal team role!
Equity / Stock Options!
Collaborative Environment and Work Life Balance!
Valuations Analyst Key Responsibilities :
Support the quarterly valuation process for portfolio companies across diverse industries
Prepare valuation models, summaries, and performance metrics
Assist with internal and external reporting, including SEC filings and audit support
Collaborate with auditors, consultants, and cross-functional teams on valuation inputs
Prepare materials for management, investor, and analyst presentations
Contribute to special projects and ad hoc financial analysis as needed
Valuations Analyst Qualifications :
Bachelor's degree in Accounting or Finance required (Master's or MBA preferred)
CPA or CFA designation (or currently pursuing) required
1-4 years of experience in accounting, banking, or finance - public accounting experience highly valued
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Analyst Valuation • Houston, TX, US
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